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Updated 11 months ago on . Most recent reply

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Kalen Adamson
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moving capital from stocks/ETFs or shares into real-estate

Kalen Adamson
Posted

Hello, I'm new on the forum, so not sure if this is the right place to post this. I have an LLC that I'm looking to purchase some real estate with, but I might finance the real estate with some money that I currently have in personally owned shares. Would I be taxed on that money if I sold the shares and put it into real estate that same year? If I didn't buy real estate that year, could I put the money back into the market through the LLC brokerage account and not have to pay tax on it there? I'm new to figuring out how all this works so go easy on me.

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Chris Seveney
  • Investor
  • Virginia
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Chris Seveney
  • Investor
  • Virginia
ModeratorReplied

@Kalen Adamson

Not tax advice as a cpa can respond but typically when you cash in stocks that gain is taxed (if owned for a while at qualified dividend rate).

You could take the cash, hold money for taxes and put that money as a contribution to the LLC and then start investing in real estate

If you invest in real estate you may get depreciation etc whixh could be paper loss and potential reduce tax obligation but the entire picture needs to be looked at

  • Chris Seveney
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